Latest Institutional Transactions on Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
11.1KNew |
$225K - $234K
|
11.1K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.7K- 4.53% |
$34.4K - $35.7K
|
35.8K
$755K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.3KNew |
$208K - $217K
|
10.3K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.11K- 10.48% |
$62.8K - $65.3K
|
26.5K
$559K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$24.9K - $25.9K
|
1.23K
$26K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.3K+ 2.44% |
$248K - $258K
|
515K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
721+ 4.05% |
$14.6K - $15.2K
|
18.5K
$391K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-329- 0.05% |
$6.66K - $6.92K
|
704K
$14.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.88K+ 61.76% |
$119K - $124K
|
15.4K
$325K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17.4KNew |
$352K - $366K
|
17.4K
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
9.56KNew |
$193K - $201K
|
9.56K
$202K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
920+ 95.34% |
$18.6K - $19.4K
|
1.89K
$39.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
31.1K+ 269.24% |
$629K - $654K
|
42.6K
$899K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11.4KNew |
$231K - $240K
|
11.4K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.45K+ 12.89% |
$29.3K - $30.5K
|
12.7K
$268K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.63K+ 15.33% |
$33K - $34.4K
|
12.3K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.99K+ 30.75% |
$60.4K - $62.8K
|
12.7K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
970+ 3.69% |
$19.6K - $20.4K
|
27.3K
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
33.2KNew |
$671K - $698K
|
33.2K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
989New |
$20K - $20.8K
|
989
$20.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.93K+ 39.95% |
$39K - $40.6K
|
6.76K
$143K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.08K- 0.63% |
$62.2K - $64.7K
|
488K
$10.3M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
2.43K+ 22.83% |
$48.9K - $50.6K
|
13.1K
$276K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.83K+ 21.1% |
$97K - $100K
|
27.7K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.8KNew |
$599K - $619K
|
29.8K
$628K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
17.5K+ 6.87% |
$351K - $363K
|
272K
$5.73M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
272New |
$5.47K - $5.66K
|
272
$5.74K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.13K+ 5.67% |
$22.7K - $23.4K
|
21K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$211K - $219K
|
10.5K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.83K- 6.72% |
$36.8K - $38.1K
|
25.4K
$536K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.1KNew |
$304K - $315K
|
15.1K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.23KNew |
$24.8K - $25.6K
|
1.23K
$26K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.87K+ 4.99% |
$37.6K - $38.9K
|
39.4K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.2K+ 1.85% |
$246K - $254K
|
674K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$78.8K - $81.5K
|
3.92K
$82.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
919New |
$18.5K - $19.1K
|
919
$19.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
22.7K+ 10.37% |
$457K - $473K
|
242K
$5.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$245K - $254K
|
12.2K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.02KNew |
$20.4K - $21.1K
|
1.02K
$21.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10.3KNew |
$207K - $214K
|
10.3K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
3.13K+ 13.57% |
$62.9K - $65.1K
|
26.2K
$552K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2KNew |
$24.2K - $25.3K
|
1.2K
$25.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
628New |
$12.7K - $13.3K
|
628
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
48.2K+ 38.25% |
$978K - $1.02M
|
174K
$3.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4K+ 26.14% |
$81.1K - $84.8K
|
19.3K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.18KNew |
$44.1K - $46.1K
|
2.18K
$45.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
450New |
$9.13K - $9.54K
|
450
$9.49K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
15.6KNew |
$317K - $331K
|
15.6K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$791 - $827
|
39
$823
|
|